Overview

My personal practice is part of an independent RIA comprised of 7 advisors. Together we manage over $350,000,000 of Rochester area wealth. Every new client acquired first passes through a fee-for-service comprehensive financial planning process designed with a serve-first philosophy and built to address retirement, investment, and estate related complexities. I’m looking acquire a well-served practice principally comprised of clients over age 50, with greater than $500,000 of investable assets.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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